Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,480 | $71,230-46.0% | $93,727-58.9% | $80,959-52.5% |
| Participation rate | 87.0% | 60.4%+26.6pp | 68.7%+18.2pp | 67.7%+19.3pp |
| Annual return | 9.80% | 11.26%-1.5pp | 133.83%-124.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $943 | $1,565-39.8% | $2,421-61.1% | $2,757-65.8% |
| Participant deferral / active EE | $2,870 | $4,037-28.9% | $4,417-35.0% | $4,300-33.3% |
| Admin fee / account holder | $1,567 | $6,961-77.5% | $8,292-81.1% | $6,925-77.4% |